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CME Group
CME

Overview Fund Activity

1,353 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 527 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+129
Holders Change %
+10.54%
% of All Funds
19.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
214
Increased
527
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.27B
2
CWP
Capital Wealth Planning
Florida
+$254M
3
Capital World Investors
Capital World Investors
California
+$247M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$221M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$661M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$212M
4
Amundi
Amundi
France
-$168M
5
ESCM
Echo Street Capital Management
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
1051
Prospera Financial Services
Texas
$271K -$108K -511 -28%
PCIG
1052
Partners Capital Investment Group
Massachusetts
$268K +$268K +1,274 New
CAM
1053
Close Asset Management
United Kingdom
$267K – – –
BEI
1054
Benjamin Edwards Inc
Missouri
$266K -$63.6K -302 -19%
TBNY
1055
Trustco Bank (New York)
New York
$266K – – –
UF
1056
Univest Financial
Pennsylvania
$261K -$13.5K -64 -5%
CNC
1057
Citizens & Northern Corp
Pennsylvania
$259K -$842 -4 -0.3%
NAS
1058
Nicolet Advisory Services
Wisconsin
$259K -$41.4K -208 -14%
PPWP
1059
Premier Path Wealth Partners
New Jersey
$259K +$259K +1,294 New
EWA
1060
EP Wealth Advisors
California
$258K -$31.2K -148 -11%
GWANC
1061
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K +$7.37K +35 +3%
AC
1062
Avestar Capital
New York
$255K +$255K +1,181 New
SIMG
1063
Stephens Investment Management Group
Texas
$253K – – –
AWP
1064
Atlas Wealth Partners
Pennsylvania
$253K +$253K +1,224 New
RAM
1065
Ramirez Asset Management
New York
$253K – – –
BWP
1066
BSW Wealth Partners
Colorado
$252K +$6.11K +29 +2%
MCWS
1067
McKinley Carter Wealth Services
West Virginia
$252K -$19.8K -94 -7%
EWA
1068
EverSource Wealth Advisors
Alabama
$252K -$46.1K -219 -15%
SCM
1069
Sebold Capital Management
Illinois
$250K -$23.8K -113 -9%
CT
1070
Columbia Trust
Oregon
$250K +$250K +1,187 New
APG
1071
Abacus Planning Group
South Carolina
$249K -$3.37K -16 -1%
KTA
1072
Keeley-Teton Advisors
Illinois
$248K -$22.1K -105 -8%
OFS
1073
OneAscent Financial Services
Alabama
$247K +$7.17K +34 +3%
TCOK
1074
Trust Company of Kansas
Kansas
$246K – – –
PA
1075
Prossimo Advisors
California
$246K +$4.21K +20 +2%
41 42
43
44 45